Grace Kvantas, CFP®, GFP Fellow

Financial Symmetry Inc.
Financial Advisor

Professional Details

Countries of Focus

United States


Life Planning, Financial Transition Management

Business Description

We provide ongoing financial planning as a part of our full-service wealth management

Ideal Clients
Hardworking professionals who desire to delegate their financial life to a professional who will act in their best interest.
Ways Advisor Charges

Fee-only: only paid by my clients to ensure unbiased advice


Fee-only, fiduciary Certified Financial Planner practitioner at an independent firm in North Carolina. I help my clients identify their life goals, create an actionable plan, and then help every step of the way to achieving them. I have a dedicated team of CPAs who help me take deep dives on tax opportunities for clients.

Contact this advisor